GIA
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Gladstone Institutional Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Gladstone Institutional Advisory’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$445K Sell
4,596
-744
-14% -$75.9K 0.02% 561
2025
Q4 		$551K Buy
5,340
+511
+11% +$52.6K 0.02% 480
2025
Q3 		$506K Buy
4,829
+337
+8% +$34.5K 0.02% 516
2025
Q2 		$448K Buy
4,492
+1,905
+74% +$177K 0.02% 524
2025
Q1 		$228K Buy
+2,587
New +$247K 0.01% 654
2020
Q1 		– Sell
-4,536
Closed -$259K – 298
2019
Q4 		$259K Sell
4,536
-680
-13% -$37.7K 0.06% 216
2019
Q3 		$283K Sell
5,216
-432
-8% -$23.7K 0.07% 217
2019
Q2 		$307K Buy
+5,648
New +$300K 0.09% 197

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return